Helen Robertston takes on a new role

Well-known business development manager Helen Robertson has taken on a new role in the industry.

Select Wealth Management has appointed Helen Robertson as Business Development Manager.

Robertson has just done a short stint with Consillium and before that was with UDC in Auckland. She has 30 years’ experience in financial services and previous roles
include retail banking, consumer lending, customer service management, trustee services, marketing and business development.

“Helen’s experience and first-hand knowledge of the investment sales process combined with a solid background in building the financial adviser channel, means she understands the
challenges that financial advisers face,” Select director Andrew Kelleher says.

“In her role as Business Development Manager, Robertson will continue to build on our established relationships with financial advisers and to assist them to grow their businesses through the use of Select Wealth Management’s products and services.”

“Helen also has an important role to play in supporting our financial advisers as they transition to the new regulatory environment, and we look forward to working closely with financial advisers to understand how we can develop solutions that meet their requirements”.